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Home > Institutional Investor > Rockingstone Advisors Llc > Profile

Instuitional Investor - Rockingstone Advisors Llc

Fund Profile
Filing Period:
Fund Name: Rockingstone Advisors Llc
Portfolio Value $226,377,921
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 373,115 $18,793,803 8.3%
2.
Vanguard Scottsdale Funds
 227,425 $13,231,587 5.84%
3.
Nvidia Corp
 NVDA 64,625 $8,678,491 3.83%
4.
Spdr S & P 500 Etf Trust
 SPY 11,914 $6,982,557 3.08%
5.
Apple Inc.
 AAPL 25,653 $6,423,915 2.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)